Getting Started With PDMS

Getting Started With PDMS

AVEVA Sol ut io n s L t d

Disclaimer Information of a technical nature, and particulars of the product and its use, is given by AVEVA Solutions Ltd and its subsidiaries without warranty. AVEVA Solutions Ltd and its subsidiaries disclaim any and all warranties and conditions, expressed or implied, to the fullest extent permitted by law. Neither the author nor AVEVA Solutions Ltd, or any of its subsidiaries, shall be liable to any person or entity for any actions, claims, loss or damage arising from the use or possession of any information, particulars, or errors in this publication, or any incorrect use of the product, whatsoever.

Copyright Copyright and all other intellectual property rights in this manual and the associated software, and every part of it (including source code, object code, any data contained in it, the manual and any other documentation supplied with it) belongs to AVEVA AVEVA Solutions Ltd or its subsidiaries. All other rights are reserved to AVEV VEVA A Solutions Ltd and its subsidiaries. The information contained in this document is commercially sensitive, and shall not be copied, reproduced, stored in a retrieval system, or transmitted without the prior written permission of AVEVA Solutions Ltd. Where such permission is granted, it expressly requires that this Disclaimer and Copyright notice is prominently displayed at the beginning of every copy that is made. The manual and associated documentation may not be adapted, reproduced, or copied, in any material or electronic form, without the prior written permission of AVEVA Solutions Ltd. The user may also not reverse engineer, decompile, copy, or adapt the associated software. Neither the whole, nor part of the product described in this publication may be incorporated into any third-party software, product, machine, or system without the prior written permission of AVEVA Solutions Ltd, save as permitted by law. Any such unauthorised action is strictly prohibited, and may give rise to civil liabilities and criminal prosecution. The AVEVA products described in this guide are to be installed and operated strictly in accordance with the terms and conditions of the respective license agreements, and in accordance with the relevant User Documentation. Unauthorised or unlicensed use of the product is strictly prohibited. First published September 2007 © AVEVA AVEVA Solutions Ltd, and its subsidiaries AVEV AVEVA A Solutions Ltd, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom

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Gett Getting ing Started With PDMS PDMS

Gett Gettin ing g Started With Wit h PDMS PDMS

Co n t en t s

Pag e

Getting Started Scope Scop e of this th is Manu Manual al . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1 What it Inclu Inc lu des . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1 Who Sho uld ul d Use t his hi s Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1 1:1 Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1

How t he Manual i s Org anis ed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:2

PDMS PDMS Func ti ons on s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1 Using Usin g PDMS in the th e PlantDesig n Process Pro cess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2 PDMS Mod Mod ul es . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3 DESIGN Modules Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3 Drafting Modules Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4 Catalogue and and Specification Specification Management Management Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:6 Project Administration Administration Modules Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:7

PDMS PDMS Datab Databases ases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1 Intro Int ro duct du ct io n . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1 Database Databas e Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1 Proj Projec ectt

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1 3:1

DESIGN Database Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:2 PADD Database Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:2 ISOD Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:2 CATALOGUE Database. Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:2 DICTIONARY Database. Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:3 PROPERTIES Database Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:3

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SYSTEM Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:3 COMMS Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:3 MISC Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:3 TRANSACTION Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:4

How PDMS Data is Stor ed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1 DESIGN Database Element Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:2 WORLD

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:2

SITE

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:2

ZONE

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:2

EQUIPMENT (EQUI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:2 SUB-EQUIPMENT (SUBE) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:3 PRIMITIVES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:4 STRUCTURES (STRU) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:4 FRAMEWORK (FRMW) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:4 SUB-FRAMEWORK (SBFR) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:5 STRUCTURAL COMPONENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:5 PIPE

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:5

BRANCH (BRAN). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:6 PIPING COMPONENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:6

At tr ib ut es i n PDMS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:7 NAME

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:8

TYPE

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:9

LOCK

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:9

OWNER

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:9

POSITION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:10 ORIENTATION. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:11 LEVEL

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:11

OBSTRUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:11 HEIGHT

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:12

DIAMETER. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:12

UDAs (User Defin ed At tr ibutes) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:12 Pseud o-Att ri bu tes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:12 At tr ib ut es Fo rm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:12

Usin g PDMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1 Loggin g i nt o PDMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1 Project

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1

Username . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:2

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Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:3 MDB

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:3

Module

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:4

Read Only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:5 Restore Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:5

Exit o ut of PDMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:5 Intern atio nalisati on . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:6 Customi sation Facil iti es; The Progr ammable Macro Lang uage (PML). . . . . . . 5:7

Basic GUI Featu res . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1 Using th e Mous e . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1 Using Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1 Text Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:2 Drop-down Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:2 Option Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:2 Check Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:3 Scrollable Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:3 Action Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:3

Menus

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:4

Toolbars

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:4

Status Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:5 Respond to Alert Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:5 Dockable Form s, Tool bars and Menu Bars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:5 Toolbars

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:5

Menu Bars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:6 Forms

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:6

Using Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:10 Why use Command Syntax? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:10 Command Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:10 Note on Filenames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:11

Basic Operati on s in PDMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:1 Queryi ng . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:1 Curr ent Element and Current List Pos ition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:2 Navig ate to a Given Element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:3 Design Explorer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:4 Members List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:5

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Other Explorers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:6 My Data

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:7

Modi fy the Con tent of a Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:8 Drawli st

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:8

Change the Visual Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:10 Display of Graphical Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:11 Display of Primitives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:11 Other Drawlist Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:11

PDMS Search Utili ty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:14 Saved Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:19 Create a Saved Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:20 Delete a Saved Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:20 Explorer Bar Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:20 Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:20 Functionality on the Search Output Form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:22

GUI Grid Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7: 24 Move around the Grid using the Keyboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:24 Selection

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:24

Grid Splitting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:26 Pin Rows and Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:27 Row and Column Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:27 Column Re-order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:28 Column Sort . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:28 Column Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:28 Numeric Data Functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:30 Group Sorting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:30 Miscellaneous Grid Data Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:32

Reference Lis t Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:32 Which Elements will be displayed in the Reference List? . . . . . . . . . . . . . . . . . . . . . . . . . 7:33 Using the Reference List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:33

Produ ct Range. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1 Intro duct io n . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1 Products

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1

Glossary o f Terms and A bbr eviations . . . . . . . . . . . . . . . . . . . . . . . 9:1 Intro duct io n . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:1 Defini ti on s. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:1 Ab br evi ati on s an d A cr on ym s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:5

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Core Filt ers f or Explorers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A:1

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Getting Started With PDMS Scope of this Manual

1

Scope of this Manual

1.1

What it Includes This manual provides an introduction to PDMS as a system and describes some functions which are common to several disciplines. The manual gives an introduction to what PDMS does and how it does it, including introductions to: •

the PDMS modules and what they do

•

the PDMS databases

•

the PDMS user interface.

More detailed information, particularly on the PDMS modules and the databases they use, can be found elsewhere in the PDMS user documentation set.

1.2

Who Should Use this Manual The manual is written for a ne w user who is: •

coming to a 3D Plant Design Management System (i.e. PDMS) for the first time

or •

migrating from a similar 3D system.

Both types of user will probably, but not necessarily, have attended a PDMS Basic Training course.

1.2.1

Assumptions It is assumed that the user: •

is familiar with Microsoft Windows 2000 and/or XP

•

has a reasonable understanding of the principles and jargon of process plant design.

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Getting Started With PDMS Scope of this Manual

1.3

Ho w th e Man ual i s Or gan ised The manual is organised as follows: PDMS Functions

introduces the basic steps to be taken to design a Plant using PDMS, and introduces the PDMS modules.

PDMS Databases and How PDMS Data is Stored

introduce the PDMS databases and the way data in PDMS is structured and how it is stored.

Using PDMS, Basic GUI and Features Basic Operations in PDMS

describe how to get in to PDMS and use it perform simple operations.

Product Range

shows the AVEVA product ranges.

Glossary of Terms and Abbreviations

is a glossary of PDMS terms and abbreviations.

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Getting Started With PDMS PDMS Functions

2

PDMS Functions PDMS (the Plant Design Management System) enables you to design a 3D computer model of a process plant. PDMS allows you to see a full colour-shaded representation of the plant model as your design progresses, adding an extremely impressive level of realism to traditional drawing office techniques. In the model you can store huge amounts of data referring to position, size, part numbers and geometric relationships for the various parts of the plant. This model becomes a single source of engineering data for all of the sect ions and disciplines involved in a design project. All this information is stored in databases . There are many different output channels from the databases through which information can be passed on. These range from reports on data stored in the databases, fully annotated and dimensioned engineering drawings, to full colour-shaded 3D walk-through capabilities which allow you to visualise the complete design model.

Even with the advanced features of PDMS, the main form of communication between the plant designer and the fabricator remains the drawings . Without engineering drawings the task of building a plant would be almost impossible. To meet this requirement, PDMS can

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produce numerous types of drawing, ranging from complex 3D illustrations to fully annotated and dimensioned arrangement drawings and piping isometrics. All the data in a PDMS design would be of little value without the ability to ensure the quality of the design information. PDMS contributes to the quality of the design in the following ways: •

Ensures consistent and reliable component data In a design environment which uses only 2D drawing techniques, the size of each fitting must be decided before it can be drawn. This is a time-consuming and errorprone process, where often the design errors are only found during the erection stage of the project. With PDMS, all piping component sizes and geometry are predefined and stored in a catalogue, which cannot be changed by the designer. This ensures that all items are true to size and are consistent throughout the design, no matter how many users there are on the project.

•

Adheres to definable engineering specifications Piping specifications and steelwork catalogues, stating precisely the components to be used, are compiled for the purpose of ensuring consistent, safe and economic design. Design applications for Piping, Hangers and Supports, HVAC, Cable trays and Steelwork all use specifications to assist component selection.

•

Ensures correct geometry and connectivity There are many different ways of making design errors, such as incorrect fitting lengths, incompatible flange ratings, or simple alignment errors. PDMS can check all of these using data consistency procedures built into the system to check all or individual parts of the design model.

•

Avoids component interferences Despite a wealth of skill and experience in plant design, traditional drawing office techniques are still subject to human error. Laying out complex pipe runs and general arrangements in confined areas using conventional 2D methods, inevitably leads to clashes between elements, which are trying to share the same physical space. PDMS enables you to avoid such problems in two ways: 1. By viewing the design interactively during the design process, allowing visual checks on the model from different viewpoints. Potential problems can thus be resolved as they arise. 2. By using the powerful clash checking facility within PDMS, which will detect clashes anywhere in the plant. This can be done interactively or retrosp ectively.

•

2.1

Annotation and dimensions obtained directly from the design database Extracted information from the PDMS database, such as arrangement drawings, piping isometrics and reports, will always be the latest available as it is stored only in one source. Through the course of a project, information is constantly changing and drawings need to be reissued. When this happens, drawings, reports etc can be updated and reissued with the minimum of effort.

Using PDMS in the PlantDesign Process The sequence of operations (greatly simplified) in a new plant design project would be: •

Create the project and set up administrative controls (using the PDMS ADMIN module).

•

Create the Catalogue and Specification data from which standard design Components can be selected (using the PARAGON module).

•

Design the various parts of the plant, referencing items from the catalogues (using the DESIGN module).

•

Check the design for errors and inconsistencies (DESIGN module).

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•

Document the design in the form of drawings (general arrangement, construction, assembly, and isometric), reports and material lists (DRAFT and ISODRAFT modules).

You may also wish to transfer design data to or from ot her systems at various stages.

2.2

PDMS Modules PDMS is split into a number of modules which are used at different stages in the plant design process.

2.2.1

DESIGN Modul es DESIGN

DESIGN is the main, graphically driven constructor module. It enables a full sized threedimensional plantmodel to be defined in the design database, with selected views of the current state of the design shown on the graphics screen as the design progresses. All parts of the design (including equipment, and piping and structural steelwork layouts) can be created. Component selection is provided through Specifications that dictate which Catalogue Components can be used. Each part of the design model can be displayed in colour-shaded ‘solid’ colour-coded representations for ease of interpretation. The DESIGN module can check for interferences (clashes) between items created in the design. There is a very flexible reporting capability that can be used to produce a wide variety of design documents - from bulk Material Take Off to detailed nozzle schedules. Piping isometrics can be previewed in DESIGN (without having to switch to the Isometric drawing generation module, ISODRAFT).

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SPOOLER

SPOOLER is used for pipework spooling. It allows the designer to split the pipework design into logical sections (spools) ready for fabrication. The spool data can then be output as isometric drawings using ISODRAFT (see below).

2.2.2

Drafting Modules DRAFT

DRAFT enables dimensioned and annotated scale drawings of selected parts of the design model to be produced. All information needed to create the drawing is accessible via a single drawing database, which extracts data to be used for dimensioning directly from the DESIGN database. Annotation can be in the form of labels attached to DESIGN elements, or 2D annotation such as drawing notes, or drawing frames, tables, lines etc. Annotation attached to a design data element on the drawing will move if the 3D position of the element changes. Dimensions are recalculated automatically every time the drawing is updated. A design model 3D view can be previewed in DRAFT to aid assembly of a drawing in the 2D view.

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Diagrams

Diagrams supports the creation of cabling diagrams. The application is based on the AVEVA Design Platform GUI and diagram layouts are created using an embedded Microsoft Office Visio drawing control. All relevant data entered through the application is stored into the Schematic Database. Schematic Model Manager

Schematic Model Manager is used to import P&ID data into Schematic databases and have the ability to view and manage the data. The P&ID data is imported from a XML file, the content of which complies to ISO15926. ISODRAFT

ISODRAFT produces automatically annotated and dimensioned piping isometric drawings, with associated material lists, of specified sections of the plant pipework. The content and style of the drawings can be chosen to suit the needs of pipe fabricators and/or erectors and can include a wide range of optional features to suit local requirements. Other facilities include: •

Full material lists.

•

Automatic spool identification.

•

Automatic splitting of complex drawings.

•

User-defined drawing sheets.

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2.2.3

Catalogue and Specification Management Modules PARAGON

Used to generate and modify catalogues, with facilities for catalogue component construction with visual control (including 3D colour-shaded representations of the item being designed). The catalogues in PDMS serve a similar purpose to the manufacturers’ catalogues, which you would refer to when using conventional design methods. The PDMS component catalogue is used to specify the geometry, connection information, obstruction and detailing data of steelwork, piping, and HVAC and cable tray components. It should be noted that, whereas the design data is specific to a particular design, catalogues and specifications may be specific to a company but general to a number of projects in that company. For example, the same catalogue component may also appear in other designs proceeding at the same time. SPECON

Used by the administrator to create or modify the component specifications within the catalogue database. Specifications define the suitability of catalogue components for particular types of use. PROPCON

Used by the administrator to create or modify the properti es database, which holds details of those properties of the components and materials which may be needed for stress analysis or safety auditing of all or part of a design. It also includes data such as the material

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densities needed by the DESIGN module structural applications for calculating weights and centre of gravity of steelwork items.

2.2.4

Pr oj ec t Ad mi ni st rat io n Mo du les ADMIN

Large plants designed using PDMS will usually be broken down into individual areas (either physical areas or design areas), depending on the physical size, complexity and configuration of the plant. On a large project, the System Administrator will first agree with Project and Design Management, the breakdown of the PDMS project into sections which: •

Are relevant to the needs of project reporting and control.

•

Form reasonable design subdivisions with sensible match-lines and design content.

•

Enable enough designers to work in parallel with simultaneous access to carry out their design tasks.

In much the same way as in a design office (with its section leader, draftspeople, etc.), PDMS has Teams , the members of which are called Users . These Teams can consist of any number of Users and can be organised by discipline or physical work areas. The main features are: •

Access Control (Teams and Users)

•

Databases

•

Multiple Databases (MDBs)

•

Database management functionality

ADMIN includes a database integrity checking utility, used to check for inconsistencies in the contents of the databases and to derive statistical information about the use of the database storage capacity. ADMIN also allows the System Administrator to reconfigure a project. This may be necessary: •

to compact databases at intervals, freeing disk space

•

to upgrade PDMS projects when the database structure changes

•

to compare the contents of two similar databases; for example, to create a modification record

LEXICON

Used by the System Administrator to set up user defined attributes (UDA) and user defined defined element types (UDET). Both are defined in a DICTIONARY database. User defined element types allow objects in a database to be given a user defined name to replace the generic name, for example an EQUI e lement can be called a :PUMP or :VESSEL. Additional information can be stored in user defined attributes assigned to database elements and extracted into drawings and reports. MONITOR Module

The MONITOR Module is commonly used to query the status of a projects users and access rights. MONITOR allows basic querying of database information which normally can only be obtained using the ADMIN Module (which can only be accessed by a Free user). MONITOR can also be used to quickly change a password of the currently logged in user or completely switch to another user (if the user credentials are known).

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Depending on the user type (Free or General), MONITOR can be used to change access rights and defer databases. Batch processing and simply messaging can also be achieved. If there is a problem with a project that inhibits another PDMS module from loading, then the software will automatically load the MONITOR Module allowing simple diagnostics to be conducted via its command line interface. For a detailed explanation of the MONITOR Module refer to MONITOR Reference Manual .

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Getting Started With PDMS PDMS Databases

3

PDMS Databases

3.1

Introduction The overall purpose of PDMS is the controlled creation of a complete three-dimensional process plant design model using computer-simulation techniques. All information which exists about a PDMS design project, whether administrative or technical, is stored in a series of hierarchical databases . Use of the various PDMS modules allows you to create, modify and extract information from these databases. This chapter describes •

The purpose of each type of database

•

How the detailed project information is held in each

•

How the separate databases are related to each other

3.2

Database Types

3.2.1

Project A PDMS Project consists of the complete collection of information which relates to a single design project. This is identified by a name, allocated by the Project Administrator when the project is first initiated. This name is used to identify the project to the system whenever you wish to work in the project using PDMS. This allows access rights and use of system resources to be monitored and controlled. For further details of these functions, see the Administrator User Guide and Monitor Reference Manuals. There are 10 different types of database which can go to make up a complete Project: Design and Drawing Databases:

•

DESIGN database

•

PADD (DRAFT) database

•

ISOD (Spooler) database

Reference Databases:

•

CATALOGUE database

•

LEXICON (Dictionary)

•

PROPERTIES database

Ad mi ni st rat io n Databas es:

•

SYSTEM database

•

COMMS database

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•

MISC database

•

TRANSACTION database

(Refer to the Administrator User Guide for more background information on Reference databases). Each PDMS module requires access to one or more specific database types, and entry to the module may be prevented if appropriate databases do not exist or if you don’t have the appropriate access rights . New databases can only be created by the Project Administrator; see the Administrator User Guide for details. The functions of each type of database are summarised in the following subsections.

3.2.2

DESIGN Datab as e The DESIGN databases contain all information needed to create a full-scale threedimensional representation of the plant. Each user is normally allowed to modify the DESIGN databases which relate to his function in the plant design team, and will often have permission to look at other DESIGN databases so that his work is compatible with that of other designers. Typical design functions, each of which may use a different DESIGN database, include: •

Equipment design (process vessels, storage vessels, pumps, heat exchangers etc.)

•

Pipework design (the interconnecting pipes between the various equipment items)

•

Structural design (the columns, beams, walls, stairways etc. which support and give access to the operational equipment and pipework)

•

Hangers and Supports (specialised pipe support structures)

The compositions of the principal types of DESIGN element are described in the Data Model Reference Manual.

3.2.3

PADD Database The Production of Annotated and Dimensioned Drawings (PADD) database holds data about both the pictorial content of drawings and about their annotation and dimensional information. It therefore holds a complete specification of the contents of a drawing. Its use is specific to the interactive drawing module DRAFT. For further information, see the Draft User Guide .

3.2.4

ISOD Database The ISOD database holds pipework spool drawings generated by the SPOOLER module. See Pipework Design User Guide for more details of SPOOLER.

3.2.5

CATA LOGUE Datab as e The CATALOGUE database contains a catalogue of the standard components which the user may select when designing pipework, ducting, hangers and supports or structural steelwork. It includes: •

Dimensional details for each component

•

Details of permissible connections between different components and of the bolts needed to assemble flanged components

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•

Specifications of the components, which define the conditions of use for each type (maximum pressure, temperature etc.)

A CATALOGUE database may contain a single ‘universal’ catalogue, but it will more commonly contain a general catalogue plus one or more specialised catalogues specific to particular design functions. For further information, see the Catalogues and Specifications User Guide .

3.2.6

DICTIONARY Database The DICTIONARY database holds the definitions of user defined attributes (UDA) and user defined element types (UDET). User defined elements types allow objects in a database to be given a user defined name to replace the generic name, for example an EQUI element can be called a :PUMP or :VESSEL. Additional information can be stored in user defined attributes assigned to database elements and extracted into drawings and reports.

3.2.7

PROPERTIES Database The PROPERTIES is available for storing data about material properties, which may be needed to supplement Catalogue and Specification data for some design functions such as stress analysis. Its use is specialised and will not be described further in this manual. For further information, see the PROPCON chapter in the Catalogues and Specifications Reference Manual.

3.2.8

SYSTEM Database There is only one SYSTEM database in each Project Folder. It holds administrative information about the composition and use of the project, including the following:

3.2.9

•

A list of databases of all categories which are usable in the project

•

A list of all users, identified by name and password, who can legally access the databases, and the operating team(s) to which they are assigned

•

A list of PDMS modules available for use in the project

•

Access control data, which defines those databases which are accessible to any specific user and whether he may modify them or only look at them

COMMS Database The COMMS database stores the information about who is using which module and which databases are current. Each user has a separate area of the COMMS database, which can be accessed in write mode, and so can record module changes etc. Each user has read access to the other users’ areas, and so can find out about other users in the project.

3.2.10

MISC Database The MISC database is used to store inter-user messages, and inter-database macros. This database can only be opened in write mode by one user at a time, but many users can read from it. All users need to be able to write to this database, but only when they are sending messages or writing inter-database macros, or deleting messages and macros. All users can read from the database at any time.

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3.2.11

TRANSACTION Database To enable the System Administrator to monitor the progress of Global commands, PDMS Global stores details of issued commands in a TRANSACTION database. Transaction messages are generated in the database each time the progress of the command changes. Transaction databases are only present when PDMS incorporates the Global product. See Administrator Command Reference Manual for details of Global.

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Gett Getting ing Started With PDMS PDMS How PDMS Data is Stored

4

Ho w PDMS Data i s St o r ed Despite the huge power and potential of PDMS, the database is structured in a very simple and logical form. The database is hierarchical , a tree like structure, as illustrated below. Note: The hierarchy below illustrates the (simplified) DESIGN database hierarchy, but the CATALOGUE, PADD, ISOD, LEXICON and PROPERTIES databases also have a hierarchical structure.

In this hierarchical structure all the database elements are owned by other elements, with the exception of the WORLD. Elements that are owned by another element, e.g. a ZONE is

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owned by a SITE, are said to be members of the owning element, e.g. The ZONE is a member of the SITE.

4.1

DESIGN Databa tabase se Eleme lement nt Types ypes

4.1.1

WORL D When the database is first built, it is empty except for a single element named the WORLD. Every database has its own WORLD element as the first element in the hierarchy.

4.1.2

SITE Below the WORLD, the second level of the hierarchy is the SITE. A SITE may be considered as a significant collection of plant, whose size is not necessarily determined by physical area, but by practical considerations. It may, for example be the whole project, or one part of a large project. There can be as many SITEs within a PDMS project as required for data organisation.

4.1.3

ZONE The next level below a SITE is a ZONE. Again, a ZONE is not necessarily used to define a physical area, it is more likely to store similar types of item for easy reference, such as a piping system in one ZONE, related equipment in another, and so on. There can be as many ZONEs owned by a site as required for data organisation. Below ZONE level the hierarchy is discipline dependent, i.e. the elements depend on which discipline you are modelling.

4.1.4

EQUIPMENT (EQUI) Equipment items are built up in PDMS using elements known as primitives . Each piece of Equipment can comprise any number of primitive shapes positioned to form the item. The primitives may be owned directly by the EQUI element or by a Sub-Equipment element. An Equipment would typically be a Pump, or a Vessel. The Box and Cylinder primitives are clearly visible in the Pump Equipment shown in figure below.

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4.1.5

SUB-E B-EQUIPMENT (S (SUBE) BE) A SUBE is an optional element to further sub-divide an EQUI. The SUBE can also own primitive elements.

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Getting Started With PDMS How PDMS Data is Stored

4.1.6

PRIMITIVES Primitives are the basic building blocks of PDMS. They are used by other disciplines to create catalogue components. There are many types of primitive, each with its own features, which when combined with other primitives can represent complex shapes. Examples of primitives are nozzle (NOZZ), box (BOX), cylinders (CYLI) and pyramids (PYRA).

4.1.7

STRUCTURES (STRU) STRU elements are administrative elements, i.e. they exist to own FRAMEWORK elements, and allow the plant structures to be separated for ease of modelling and reporting.

4.1.8

FRA MEWORK (FRMW) FRMW elements are used to store structural components in the model. A complex structure can be divided into logical frameworks. Dividing the structure in this way allows structural modelling, and also reporting, to be done more efficiently, e.g. by copying a complete FRMW. Structural components may also be owned by a Sub-Framework element.

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4.1.9

SUB-FRAMEWORK (SBFR) A SBFR is an optional element that can own structural components. Subframeworks are used to further sub-divide complex projects or for modelling sub-assemblies within a framework.

4.1.10

STRUCTURAL COMPONENTS Structural profiles are represented in PDMS by section (SCTN) elements. I-section profile sizes are selected using a Section Specification that references standard catalogue data for section sizes complying with various national standards. Plates are represent ed by panel (PANE) elements and curved profiles are modelled using a general section (GENSEC) component.

4.1.11

PIPE Pipes may be considered like lines on a flowsheet. They may run between several end connection points and are usually grouped by a common specification and process.

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4.1.12

BRANCH (BRAN) Branch elements are sections of a pipe, which have known start and finish points. In PDMS the start and finish points are called the Head and Tail . Heads and tails may be connected to nozzles, tees or other Heads and tails, depending on the configuration of the pipe, or left open ended.

4.1.13

PIPING COMPONENTS A BRAN can own a wide variety of components such as gaskets (GASK), flanges (FLAN), tees (TEE), valves (VALV), elbows (ELBO), etc. These form the shape and geometry of the BRAN and ultimately the pipeline itself. Piping components are selected using Piping Specifications that reference standard catalogue data. For example, each time you want to use a 100mm bore elbow, PDMS always accesses the data for it from the component catalogue. The data for this remains constant no matter how many 100mm bore elbows are used in the design.

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4.2

Attributes in PDMS Every element in a PDMS database has a fixed set of properties known as its attributes. Some attributes are common throughout the range of elements while others differ according to the type of element involved. For example, a cylinder (CYLI) has HEIGHT and DIAMETER attributes whilst the size of a box (BOX) is determined by XLENGTH, YLENGTH and ZLENGTH attributes, as illustrated below:

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When you create an element, a set of appropriate attributes are entered into the database. The attributes will vary according to the type of element but essentially the process is the same. For example, a cylinder has the following attributes:

4.2.1

At tr ib ut e

Defau lt Value

NAME

Name if specified or hierarchy description

TYPE

CYLI

LOCK

false (the element is not locked)

OWNER

the name of the owning element or its hierarchy description

POSITION

N 0mm E 0mm U 0mm (relative to its owner)

ORIENTATION

Y is N and Z is U (relative to its owner)

LEVEL

0 10 (this is a representation level setting)

OBSTRUCTION

2 (it is a solid hard element for clashing purposes)

DIAMETER

0 mm

HEIGHT

0 mm

NAME Every element in PDMS can be named. Whether named or not every element will have a unique system-generated reference number . If a name is not specified, then a hierarchy description will be displayed in the Design Explorer or Members List (see Navigate to a Given Element). Internally PDMS uses the reference number since this cannot change. A table of names against reference numbers is maintained for this purpose.

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All PDMS names begin with a forward slash character (/), which is considered to be part of the name. In order to save you the effort of typing this, all of the forms you encounter will add the forward slash for you when you press the Enter key after typing a name. The forward slash character is not shown in the Design Explorer or Members List. The WORLD has a special name in PDMS, /*. Names cannot contain spaces and are case sensitive. For example, /E1302A is a different name from /E1302a or /e1302A. Elements in a PDMS database are unique, i.e. they cannot have the same name or reference number.

4.2.2

TYPE This attribute refers to the specific type of element it is, e.g. EQUI is an Equipment type.

4.2.3

LOCK The LOCK attribute determines if an element may be changed or not. If an element is locked, its LOCK attribute is set to the value TRUE, preventing it from being modified until unlocked. By default, LOCK is false.

4.2.4

OWNER The different levels in the hierarchy are maintained by an Owner-Member relationship. An EQUI will have ZONE as its owner, while a CYLI might well be one of the EQUI’s members. The owner is that element which is directly related to the current element at t he next level up in the hierarchy, as shown in the diagram below:

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The element on the upper level is the Owner of those elements directly below it, e.g. the equipment (EQUI) owns the primitive (CYLI). The lower level elements are Members of the owning element, e.g. the EQUI is a member of the ZONE.

4.2.5

POSITION Many items in a database have a POSITION attribute which is the position of the element in relation to its owner. All primitives have a position attribute which relates to its point of origin. As each primitive has a different Point of Origin changing the position attr ibute will have the effect of moving the cylinder to some other position with its point of origin positioned on the new co-ordinates.

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4.2.6

ORIENTATION By default, a cylinder is created in a vertical direction; that is, with one of its ends facing up. The orientation attribute allows this to be changed to any angle on any axis.

4.2.7

LEVEL PDMS can produce different representations of an item, depending on how it has been modelled and the representation levels used. The default level is 0 to 10 but levels can be set beyond this range if needed. For example, steelwork profiles can be represented by centreline (stick representation) only or by the full detail of the section profile. By manipulating level settings it is, therefore, possible to have simple or complex representation of elements for DESIGN display or DRAFT drawings.

4.2.8

OBSTRUCTION The OBSTRUCTION attribute is used to declare whether an element is solid or not. Obstructions can be declared as Hard, Soft or No Obstruction, depending on the value of the OBSTRUCTION attribute. The default value of 2 results in a Hard obstruction, 1 results in a Soft obstruction (used for walkways, maintenance access etc.) and 0 is for No Obstruction (used to save computing time when elements are enclosed in another element which acts as an overall obstruction).

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4.2.9

HEIGHT The height of the cylinder.

4.2.10

DIA METER The diameter of the cylinder.

4.3

UDAs (User Defined Attributes) This type of attribute is defined and assigned to elements using the LEXICON module by the System or Project Administrator. A UDA is just like any other attribute but may be specific to the company or the particular project. The setting of the UDA is up to the user, although it may have been set to a default value. Changing this is the same as with all other attributes. Their current values may be found by querying the items attributes. A UDA can be recognised by the colon placed in front of it:

4.4

:COLOUR

(User Defined Attribute)

:HEIGHT

(Normal Attribute)

Pseudo-Attributes These are attributes that are set by the system for a specific purpose, and cannot be changed by the user.

4.5

Attributes Form The At tr ib ut es For m displays all the attributes that have been specified for a database element. The form is accessed by selecting Display>Attributes Utility from the Design main menu bar:

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The left hand column shows the names of the attributes, the right hand column shows the values . A brief description of the attribute is provided at the bottom of the form. All data in the form is read-only; it is not possible to add or delete attributes, or to change their values. Invisible attributes are not shown on the form (these are set by the system or Project Administrator using the LEXICON module). Attributes are grouped according to the categorisations; these are also set in LEXICON. The form above shows three attribute categorisations: Construction, General and Misc. If an attribute does not have a categorisation, then it is assigned an appropriate draft categorisation in the Attribute Form. The form can be docked, floating and resized. Icons at the top of the form determine how the attributes are listed:

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When the left icon is selected, the attributes are grouped by Category or by Data Type, as determined by selecting the appropriate options from the right-click menu (described below). When the middle icon is selected, all the attributes are listed alphabetically, regardless of Category or Data Type. Right-clicking anywhere on the form displays a pop-up menu with the following options:

Track CE - By default the form will track the current element. That is, if the current element is changed in the Design Explorer or 3D View, the form’s content will change to display the attributes of the new current element. This menu option toggles tracking on or off. Groups by Category - The attributes are grouped according to Category (which are set in LEXICON). The Category icon at the top of the form also needs to be selected. Grou p by Data Type - The attributes are grouped according to their data type, i.e. Boolean, Double, Element, Hyperlink, Integer, Orientation, Position, String and Word. The Data Type icon also needs to be selected. Show Description - Used to hide/show the description field at the bottom of the form. Collapse All Nodes - Collapses all nodes in the list - equivalent to clicking on all the ‘-’ icons on the left hand side of the form. Expand All Nodes - Expands all nodes in the list - equivalent to clicking on all the ‘+’ icons on the left hand side of the form. Open Document - For an attribute of data type ‘hyperlink’, the pathname of a referenced document will be displayed in the Value field. Selecting this option opens the referenced document. It will be opened outside PDMS; PDMS does not control access rights to the document.

Array attributes are shown with each member of the array listed separately, using a space as the separator, as shown in the following example:

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Getting Started With PDMS Using PDMS

5

Using PDMS

5.1

Logging into PDMS Assuming PDMS has been correctly installed on your workstation, start PDMS by selecting Start>Programs>AVEVA>Plant 12.0>Run Plant ; two command windows and a ‘splash screen’ will appear briefly. The Login form that appears requires you to specify a number of details at the outset of your session.

To enter PDMS, you must first click on the Login form to make it active. The form should be populated in the following order.

5.1.1

Project In the Project field enter a three letter project code. Alternatively a long project identifier can be entered if one has been created by the System Administrator. Clicking on

to the right of the field will open the following PDMS Proj ects form.

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This form lists all available PDMS Projects. Clicking on the Sort by pull down allows the sorting of the list of available projects. The following selections can be made. •

Project

•

Project Code

•

Name

•

Description

A filter may also be applied to the list of available projects by entering a criteria in theFilter field; an asterisk may be used as a wildcard. Note: The Filter field only applies to the Project column of the list of available projects.

Clicking on a project will result in the PDMS Proj ects form closing and the selected project will be populated in the Project field of the Login form.

5.1.2

Username A username will have been allocated to you by the System Administrator. Clicking on

to the right of the Username field will open the Select User form.

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Click on the Sort by pull down allows the sorting of the list of available users in a project. The following selections can be made. •

Name

•

Description

A filter may also be applied to the list of available projects by entering a criteria in theFilter field; an asterisk may be used as a wildcard. Note: The Filter field only applies to the Name column of the list of available users.

Clicking on a user will result in the Select User form closing and the selected user will be populated in the Username field of the Login form.

5.1.3

Password A password will have been allocated to you by the System Administrator. Passwords are case sensitive, be sure to enter correctly. Clicking on the Change button to the right of the password field will allow the user to change the password for the selected user. You will be prompted to enter your current password, a new password and to confirm the new password.

5.1.4

MDB Note: Before attempting to enter a value for the MDB field make sure that a valid username and password has been entered. You will not be able to proceed if not the case.

In the MDB field enter the name of a Multiple Database you wish to use. Clicking on

to the right of the field will open the Select MDB form.

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Clicking on the Sort by pull down allows the sorting of the lists of available Multiple Databases. The following selections can be made: •

Name

•

Description

A filter may also be applied to the list of available projects by entering a criteria in theFilter field; an asterisk may be used as a wildcard. Note: The Filter field only applies to the Name column of the list of available MDBs.

Clicking on a MDB will result in the Select MDB form closing and the selected MDB will be populated in the MDB field of the Login form.

5.1.5

Module From this pull down select the PDMS Module to launch, the following options are available. •

MONITOR

•

DESIGN

•

DIAGRAMS

•

SCHEMATIC MODEL MANAGER

•

SPOOLER

•

DRAFT

•

ISODRAFT

•

PARAGON

•

SPECON

•

PROPCON

•

LEXICON

•

ADMIN

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5.1.6

Read Only To modify the database as you work, leave the Read Only check box unchecked. Only select this option to view the project in the Read Only mode. Click on the OK button to enter the selected module.

5.1.7

Restore Views This Restore views check box is only available when DRAFT is selected in the Module pulldown. Restore views effectively restores the layout of all forms and re-opens the last known project at the point where it was left when the Draft application was exited from a previous session. If the Restore views box is checked then the following will take place immediately when the Draft module is loaded:

5.2

•

Re-position all forms to the locations they were left in the last open session.

•

Automatically conduct a Get Work operation.

•

Position the current element in the Draft Explorer to the selected element in the last session.

Exit out of PDMS You will normally leave PDMS directly from the application module in which you are working. You may either save all work done in the current module before leaving or you may quit directly without updating any databases. Select Design>Exit: All the modules have an Exit menu selection; the one shown below being for DESIGN: If you have made changes prior to selecting Exit and have not carried out a SAVEWORK operation, you will be asked if you first wish to save your changes to the appropriate database:

Clicking YES at this point would be the equivalent of doing a SAVEWORK (and then a QUIT). If you have done a SAVEWORK (and made no subsequent changes), or if you have made no changes at all during your Design session, then Exit will display a message asking you to confirm that you wish to leave DESIGN:

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In every case, when you leave PDMS you will be returned to the operating system at the point from which you entered PDMS.

5.3

Internationalisation Microsoft produces many localised variants of Windows. AVEVA products are designed to work in English on all of these, though they do not currently support the use of all the local languages. At the time of writing, AVEVA provides limited facilities that vary somewhat between products. Users of PDMS need to enter data (text and names) using their local language and output the same onto deliverables such as drawings, reports etc. In some cases, there is also a need to localise or translate the user interface. The same data are also required in other products such as AVEVA Plant Design Review. By default, your PDMS project can use any language whose characters are contained within the Latin-1 character set, comprising: Danish

Dutch

English

Faroese

Finnish

French

Icelandic

Irish

Spanish

German

Norwegian

Portuguese

Swedish

Italian

PDMS can also support the following gro ups of languages: Far Eastern , comprising:

Japanese

Simplified Chinese

Korean

Traditional Chinese

Latin-2, comprising:

Albanian

Czech

English

Hungarian

Polish

Rumanian

Serbo-Croatian

Slovak

Slovene

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Latin-Cyrillic , comprising:

Bulgarian

Byelorussian

English

Macedonian

Serbo-Croatian

U krainian

Russian

PDMS does not support any other character set/language, nor does it support the mixing of any of the above except the mixing of one Far Eastern la nguage with English. PDMS must know if you are using a non-Latin-1 language in order to display characters correctly on drawings. To use an alternative character set/language: •

You must use an appropriate version of Windows and a suitable keyboard.

•

You must select the appropriate options from the Windows Options.

, Regional

For further details, see the Plant Installation Guide , also the Administrator User Guide for details of font families.

5.4

Customisation Facilities; The Programmable Macro Language (PML) Most PDMS modules make use of a Graphical User Interface (GUI) to drive the software. The interfaces provided with PDMS are designed to apply to a wide range of situations and business needs. However, as you become more experienced with PDMS you may wish to design an interface which is more closely related to your requirements. You do this using AVEVA’s Programmable Macro Language (PML). For full details of PML, refer to the Software Customisation Guide and the Software Customisation Reference Manual . Before you begin customising a GUI, you must have a good working knowledge of the command syntax for the module you are working with. The commands are described in detail in the reference manuals for the modules. The ability to customise individual Applications to suit your own specific needs gives you great flexibility in the ways in which you use your system. But it also introduces the risk that your modified macros may not be compatible with future versions of the software, since they are no longer under AVEVA’s control. Your own Applications may diverge from future standard versions and may not take advantage of product enhancements incorporated into the standard product. To minimise this risk, it is most important that your in-house customisation policies constrain any changes which you make to the Applications so that they retain maximum compatibility with the standard product at all times. Remember that AVEVA can give you full technical support only for products over which it has control. It cannot guarantee to solve problems caused by software which you have written yourself.

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Getting Started With PDMS Basic GUI Features

6

Basic GUI Features PDMS uses a Graphical User Interface (GUI) using forms (dialogue boxes) and menus with which Microsoft Windows users should be familiar. This chapter describes those GUI features which are specific to PDMS.

6.1

Using the Mouse You use the mouse to steer the pointer around the screen and to select or pick items by using the mouse buttons. The buttons perform different tasks depending on the type of window, and the position within the window, where the pointer is positioned. The appearance of the pointer changes according to the type of display item that is underneath it. The left-hand mouse button has three functions: •

On a graphical view, clicking the left-hand button with the pointer over a design element results in that element becoming the current element (that is, the design item on which you want to carry out the next operation).

•

In a sequence of menus, dragging with the left-hand button activates the command represented by the highlighted menu option when the button is released.

•

On a form, the effect varies according to what you select.

The middle mouse button is used primarily to manipulate a graphical view. The right-hand button is used to access the menu options specific to the graphical view window, or items listed on a form.

6.2

Using Forms Forms are used both to display information and to let you enter new data. Forms typically comprise an arrangement of buttons of various types, text-boxes, and scrollable lists. Input to a form is usually via a combination of mouse and keyboard. While you have access to a form, you can change a setting, return to the initial values, accept and act on the current data, or cancel the form without applying any changes, according to the nature of the form. Forms can include any of the following: •

text boxes

•

drop-down lists

•

option buttons

•

check boxes

•

scrollable lists

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•

6.2.1

action buttons.

Text Boxes

Text boxes are the areas where you type in alphanumeric data such as names or dimensions. A text box will usually have a label to tell you what to enter. When you first open a form which contains text boxes, the first text-box on the form is current and a text editing cursor (a vertical bar) is displayed in the box. A text-box often contains a default entry (such as ‘unset’) when first displayed. Some text boxes accept only text or only numeric data, and entries with the wrong type of data are not accepted. To enter data into a text box:

6.2.2

•

Click in the box to insert the text editing cursor.

•

Type in the required data, editing any existing entry as necessary. (You may need to delete the existing entry first.)

•

When you have finished, confirm the entry by pressing the Enter (or Return) key. Any text box with an unconfirmed setting is highlighted by a yellow background.

Drop-down Lists Drop-down lists let you choose one option from a multiple selection. The list will usually have a label to tell you what you are setting and will show the current selection. They typically have the following appearance:

To change the setting, click on the down arrow or button face to reveal the full list of available options, then pick the required option.

6.2.3

Option Buttons Option buttons are used to select one option, from a group of options. The selection is mutually exclusive, so that selecting one option deselects others in that group automatically.

They typically have the following appearance: Option selected Option not selected To change the selected option button in a group, click the required button.

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6.2.4

Check Boxes Check boxes are used to switch an option between two states, typically set and unset. Unlike option buttons, they do not interact, so that you can set any combination of check boxes at the same time.

They typically have the following appearance: Set Unset

6.2.5

Scrollable Lists

A scrollable list is displayed as a vertical list of options within a form, with vertical and horizontal scroll bars along its sides. To select an option, click on the line you want. The selected line is highlighted. Some scrollable lists let you make only a single selection, so that selecting any option deselects all others automatically. Other lists let you make multiple selections, with all selected options highlighted simultaneously. You can deselect a highlighted option in a multiple-choice list, by clicking on it again (repeated clicks toggle a selection).

6.2.6

Action Buttons Most forms include one or more action buttons . You use these to tell PDMS what to do with the details you have entered in the form. The common action buttons are: Tells the system to accept the current form settings, and closes the form. Cancels any changes you have made to the form, and closes the form. Tells the system to accept the current form settings, and leaves the form displayed for further use.

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Cancels any changes you have made to the form, and leaves the form displayed for further use. Closes the form, keeping the current settings. Some forms contain more specific types of control button which carry out particular command options. The action is indicated by the name of the button (such Add or Remove).

6.3

Menus Menu options in pull-down or pop-up menus can be in any of three formats: Standalone options initiate an action immediately.

Options followed by three dots display a form.

Options followed by a pointer, display a subsidiary menu that offers a further range of options. Throughout this guide, related selections from menus are abbreviated form using the > symbol as a separator. For example: Select Position>At>Explicit means: 1. Select Position from the bar menu. 2. Select At from the resulting pull-down menu 3. Move the pointer to the right and select Explicit from the resultant submenu.

6.4

Toolbars

Toolbars are displayed immediately below the main menu bar in the application window. Some modules are provided with several toolbars. Toolbars contain a number of icon buttons which let you carry out common tasks without searching for the options in the menus.

If you hover the cursor over a button, a tool-tip pop-up box will remind you of the function of the button. To activate a button click on it. Note: Toolbars can be switched on or off by right-clicking on a toolbar or the menu bar. The names of all the toolbars available for the module will then be listed. Toolbars currently displayed will have a tick next to their names. Click on the name of a toolbar to add or remove it from the display as required.

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6.5

Status Bar

The status bar displays messages telling you what actions the application is carrying out. You should look at it frequently, especially if the system appears to be waiting for you to do something, since it will always prompt you for any input or action which is required to carry out the next step of your current activity. If the prompt lets you repeat a task an unspecified number of times, such as picking a selection of items using the cursor, you must press the Esc key when you have finished to indicate that you are ready to move to the next operation.

6.6

Respond to Alert Forms

Al ert fo rm s are used to display information such as error messages, prompts and requests for confirmation of changes. You should respond by carrying out the task prompted for, or by clicking on the control buttons on the form usually an OK or Cancel button.

6.7

Dockable Forms, Toolbars and Menu Bars Certain key forms, for example Design Explorer and My Data, and all menu bars and toolbars are provided with dockable functionality. This gives you considerable control over the layout of forms and other aspects of the graphical interface. The layout that you set up is saved when you end a design session and restored when you begin a new session. As much as possible, layouts are also maintained when switching between modules. Forms, menu bars and toolbars may be docked to any edge of the application window; forms and toolbars may be set to 'float' at any position on the screen.

6.7.1

Toolbars To float a toolbar, either double left-click on its move handle , or circle the move handle and drag the toolbar away from the side of the main application window it is docked at. Once a toolbar is floating it will b e displayed with a title bar. You can then drag the title bar to move the toolbar to a new location.

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To dock a floating toolbar, drag its title bar to the top, bottom, left or right side of the application window. Alternatively, double-click its title bar; the toolbar will return to its previous docked position.

6.7.2

Menu Bars Menu bars can be docked at any of the four sides of the application window, but they cannot be floated. To deck a menu bar at a new position, click the move handle menu bar to another side of the application window until it snaps into place.

6.7.3

and drag the

Forms PDMS allows you to choose where to put a form by using the mouse to drag it to a new position. The following options are available: •

Floating on its own, in which case it can be resized to any size.

•

Attached to any side of the main application window.

•

Attached to any side of another form that is already docked.

•

Attached in the same place as another docked form; tabs are used to switch between the forms.

•

AutoHide support, to maintain an uncluttered screen.

To undock a form (i.e. floating), select the title bar and drag it to a new position within the application window. To dock a form that is floating, or to re-locate a docked form to another side of the application window, select and drag the title bar of the form. As the form is dragged the Docking Tool will be displayed:

The Docking Tool indicates the positions where the form can be docked. While still holding down the left mouse button, as the mouse pointer is moved over one of the allowable positions, a translucent coloured rectangle is drawn to show the eventual position of the form when the mouse button is released.

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When moving the mouse pointer over a window that is already docked, the same Docking Tool is displayed to allow docking on any side of that window:

If the mouse button is released while the mouse pointer is over the central part of the Docking Tool, the form will be attached to the first one, with the same size and position. Each form that is attached in this way will have a tab located at the bottom of the combined form, to allow switching between the forms. The figure below shows the Design Explorer from being docked in this way to the My Data form:

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When docking is complete, the display will be as shown below:

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The tabbed form can be positioned and docked as for a normal (untabbed) form. An AutoHide function is available for docked forms (including tabbed forms as described above). To save space on the screen, a docked form can be unpinned (hidden) by clicking the AutoHide icon on the title bar. The form is replaced by a tab, as shown below:

When the tab is clicked the form is displayed again.

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6.8

Using Commands

6.8.1

Wh y u se Com man d Sy ntax? For most purposes you will want to use PDMS via the GUI. However, by using commands you may be able to streamline your methods of working and save you time on repeated tasks. In particular, you may want to: •

Create macros to automate repetitive procedures (see the Software Customisation Guide and Software Customisation Reference Manual)

•

Design and create new forms and menus for your graphical user interface that match your working needs precisely (see the Software Customisation Guide and Software Customisation Reference Manual)

In some cases it can be slightly quicker to use commands rather than the GUI for simple operations. For example: Q MEM

- list the members of the current element

Q ATT

- list the attributes of the current element

Note: that you should always use the GUI to create elements.

6.8.2

Command Window The Command Window is used to type is commands instead of using forms and menus. To display the Command Window, select Display>Command Line from the main menu:

Type your command in the Command Window text box and press Enter to enter the command. The scrollable list shows the previous commands entered and any resulting output. The list will maintain approximately the last 1000 lines of output. The keyboard Up and Down arrow keys can also be used to scroll through the history of entered commands. Any line in the command window can be double-clicked to copy it as the active line.

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Clicking the right mouse button in the window displays a pop-up menu: Copy

Copies highlighted text in the command window.

Paste

Pastes copied text into the command window. Macro text, which has been copied from any source, can be submitted for processing by pasting it into the Command Window. This paste option will execute each line of the copied text as a separate command as if they had been typed into the Command Window.

Paste as Macro

This option first creates a temporary file containing the copied macro commands and executes this as a macro. For a large number of commands this gives better performance.

Font Size

Allows you to select the font size for the text in the Command Window. The choices are Large, Medium and Small .

Clear

Clears the Command Window.

Note: Macro files can also be dragged into the command window from their location in Windows Explorer.

6.8.3

Not e on Fil enames PDMS filenames can be up to 1024 characters long, and can include spaces. For example, the following command can be used within PDMS: SLIST ‘C:\Program files\Aveva\a temporary file.txt’.

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Getting Started With PDMS Basic Operations in PDMS

7

Basic Operations in PDMS Work in any PDMS module is mostly about manipulating the elements and their attributes in one or more databases; either to add, change, read or delete data. You must therefore be able to tell PDMS: •

which database(s) you want to access.

•

which elements in the database hierarchy you want to access.

•

what changes, if any, you want to make to the database’s contents.

This chapter tells you how to do these things.

7.1

Querying You will often find, when working in PDMS, that you need to check existing information about some aspect of the program’s operations. For example, you may need to find out about any of the following: •

The current usage of the program in terms of users, modules and databases.

•

The unique code which identifies the process you are running and the station you are running it from (useful for generating unique work file names).

•

The current setting of a command option.

•

The contents of part of a particular database; for example, the current setting of an attribute or the list of member elements owned by a specific element.

•

The elements which match specific selection criteria entered by you.

Each module incorporates a Query pull-down menu which allows you to ask about some of these topics, the scope of the facility being dependent upon the particular module which you are using. For example, the Query pull-down menu for DESIGN is:

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Not all of the querying operations available from PDMS can be accessed using the GUI. For these other (general) options, the QUERY command must be used.

7.2

Current Element and Current List Position How PDMS Data is Stored explained the principles of database structures and the concept of owners and members. This section introduces two new concepts which apply to all aspects of database navigation when you are using a constructor module.

When you are working in any database, PDMS always considers you to be located at a specific element in that database. This element is known as the Current Element . The Member List of any element comprises a list of pointers to those elements directly below it in the database hierarchy; that is, to those elements which it owns. These pointers have a definite order, identified by numbered positions in the list. In addition to being notionally at the Current Element, PDMS also considers you to be at a specific pointer. This position is known as the Current List Position .

Pointer to Current List Position

Current Element

Members of Current Element 1

2

3

4

List Position i n Member List

As you move about within a database, the Current Element and Current List Position are continuously updated so that PDMS always knows where you are. As soon as you access a new element, this becomes the Current Element.

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To view the Current Element and its Member List (in numeric order) at any time, simply click the box next to the desired current element in the Design Explorer (see Design Explorer ). The members of the current element will be shown. For example:

Alternatively, give the commands:

7.3

Q CE

to display the current element

Q MEM

to display the members list of the current element

Navi gate to a Gi ven El emen t The user normally navigates to an element by means of the Design Explorer or the Members List .

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7.3.1

Design Explorer

The Design Explorer provides an easy-to-use, graphical method of exploring the Design Database. It has the following features: •

A Tree View display of DESIGN database elements (which can be expanded and contracted by clicking the or icons) in the current MDB. The icons in the tree view represent the different DESIGN database element types.

•

navigation to database elements in DESIGN databases

•

the ability to manage items in the display using the Drawlist (a separate window listing the displayed items)

•

the ability to query the attributes of, rename, delete, copy and paste DESIGN database elements.

The current element can be identified in the Design Explorer as the highlighted item in the tree view and is displayed in the History list in the main menu bar. The History list contains a list of recently visited items.

Design Explorer replaces most of the functions of the Members Lis t in PDMS DESIGN. The Members List is still available from the Display menu. The Design Explorer will be displayed on entry to DESIGN. If you dismiss it, it can be reinstated by selecting Display>Design Explorer from the main menu bar.

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7.3.2

Members List

As with the Design Explorer, the Members List displays the database elements in the current MDB. There are a number of ways to navigate from one item to another. The and arrows at the top of the Members List allow navigation up and down the list at the level of the current element. For example, if positioned at an EQUI element, selecting next EQUI element in the list. Selecting

would move to the

would move back to the previous EQUI element.

The Goto menu at the top of the form can also be used. First select this menu, then select the Owner option, this will navigate to the owner of the CE. Choosing the Goto>Reference option will give a list of further options depending on the Current Element. Goto>Reference at EQUI level will only navigate to its owner, i.e. a ZONE. If the current element were a nozzle (NOZZ) then Goto>Reference would allow navigation inside the catalogue database via the NOZZ’s Catref attribute.

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PDMS databases may contain many thousands of elements, however, only one element can be accessed at a time. As all elements, with the exception of the WORLD, are owned by another element, deleting, say, a ZONE would cause everything owned by that ZONE to be deleted as well.

7.3.3

Other Explorers Besides the Design Explorer (to navigate the DESIGN database), there are similar explorers in DRAFT (to navigate the DRAFT database), SPOOLER and ISODRAFT (to navigate the ISOD (spool drawings)) database and PARAGON (to navigate Paragon, Design and Properties databases). Explorer Filters

A predefined set of database filters are available to reduce the amount of information presented in the Explorers. These are made up of a collection of core filters. Filters can be selected and turned on and off from each Explorer. When filtering is off the complete Database hierarchy is displayed in the Explorer. Only one system filter can be active at any given time for each Explorer. Additional preset filters are available via the Explorer Settings window for special case elements. Select Setting > Explorer from the main menu bar to display the window. These filters can be toggled on/off regardless of whether the system filters have been set. The filters are composed of the following parts: •

Shows- Element types to display, along with ancestors

•

Show Descendants- Element types to display along with descendents and ancestors

•

Skips- Element types to skip (skips only that element, ancestors and descendents still appear)

•

Hides- Element types to hide along with descendents

•

Hide Below- Element types to hide descendents

Precedence (lowest to highest) •

Show

•

Show descendents

•

Skip

•

Hide below

•

Hide

Piping

Shows elements relevant to piping, refer to Core Filters for Explorers .

Structural

Shows elements relevant to Structural, refer to Core Filters for Explorers .

Equipment

Shows elements relevant to Equipment, refer to Core Filters for Explorers .

Administrator Shows elements relevant to Administration, refer to Core Filters for Explorers. Hangers and Shows elements relevant to Hangers & Supports, refer to Core Filters for Supports Explorers.

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7.3.4

My Data

The My Data window is used to group data into collections. You can then carry out operations on all the items in a collection in one action. The My Data window is accessed by selecting My Data from the Display menu. Using the window, you can generate collections of database elements which you may need to work on. Each time you access the My Data window in any of the modules that use it (DRAFT, DESIGN, SPOOLER, etc), the data collections generated will be displayed. This enables elements to be easily transferred between these modules. The contents of My Data persists between applications and module switching, as well as between design sessions. The data stored is per user, per project in the PDMSUSER directory. This means that, for example, in DESIGN you could add elements to My Data and then switch to DRAFT to use the same data. Note that is the PDMSUSER directory is shared between users, those users will see the same data.

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7.4

Modify the Content of a Database You would normally create, modify or delete elements using the GUI, by means of the Create, Modify and Delete pull-down menus. The options available depend on the module that you are in and the application that is loaded. For example, for the DESIGN module, General Ap pl ic ati on :

7.5

Drawlist To display the Drawlist, right-click on the Drawlist button pop-up menu:

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and select Drawlist from the

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The Drawlist form lists the names of items displayed in the 3D View. Adding an item to the 3D View (by dragging from the Design Explorer) automatically adds the item to the Drawlist. Individual elements can be added, or an entire Zone or Site. The visual properties of Drawlist members can be changed using the controls on the Drawlist form. A Drawlist member can also be added to the My Data form by dragging an item from the Drawlist and dropping it into the My Data form. The Drawlist can be organised in groups by dragging a column header to the indicated position on the form. The gadgets at the top of the list can be used to filter the list by making selections from the right-click pop-up menu. Right-clicking on a Drawlist member gives the following shortcut menu:

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The options are: Navigate To

- Makes the selected item the current element.

Hide

- Temporarily removes selected items from the display.

Show

- Shows items that were previously hidden.

Remove

- Remove the selected item from the Drawlist. A similar operation can be performed from within Design Explorer, or using the Remove button.

Ad d t o My Data

- Adds the selected items to the My Data list. It is also possible to drag and drop an item from the Drawlist into the My Data form.

Multiple elements in the Drawlist can be selected using the standard Microsoft Windows list selection methods (using the mouse together with the Shift or Ctrl keys). Any changes made to visual properties apply to all selected items. The Ad d CE t o d raw li st button is used to add the current element to the Drawlist. The Select CE in list button is used to add the current element to the Drawlist (if it has been added to the list). The Remove Selection button removes selected objects from the 3D View.

7.5.1

Change the Visual Properties The Drawlist form allows the Colour , Edges and Translucency of displayed items to be modified. •

Colour

The colour of all selected items in the Drawlist can be changed by selecting from a colour palette; which is displayed when the Colour button is clicked. •

Edges

The Edges option can be used to display edges on the selected items, or to remove edge display on selected items. Note: The current element will be displayed in the current element colour and so will be unaffected by colour changes until another element is made current.

When modifying the visual properties of a top-level element in the Drawlist, lower level elements in the list owned by this element will also be modified. •

Translucency

Setting the translucency of displayed items allows you to see through the translucent items to items behind them in display. The degree of opaqueness can be controlled selecting the required percentage translucency on the slider bar. On this scale, 0% is a solid colour and 100% is completely transparent. Note: The items drawn with translucent colour may appear to overlap with each other in some view directions. This is not a problem, it is an effect of viewing one translucent item through another. It is often better to dr aw translucent items with edges shown f or a clearer view of the item.

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7.5.2

Display of Graphical Selection The Graphical Selection tab lists those objects in the current graphical selection. The Display Settings can be modified for t hese objects in the same way as for the Drawlist tab.

7.5.3

Display of Primit ives When an object is displayed in the Drawlist tab, its primitives can be displayed in the Primitives tab. This allows the control of the display for individual primitives.

7.5.4

Ot her Dr awl ist Fu nct ion s The Drawlist button described below.

on the 3D View toolbar has both a left-click and a right-click function,

Pick Object to Hide

In normal operation, the 3D view allows an object to be hidden with a right mouse click in the graphical view. However during a multi-pick sequence, this function is not available. For example, when defining a clipping box by two picks, if the object of interest for the second pick is obscured, it cannot be picked.

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A left click on the Drawlist button sets the graphical view so that the next 3D object picked will be hidden. This has the effect of temporarily suspending any current multi-pick sequence and allowing the obscuring object to be picked. This will cause the picked object to be hidden whereupon the multi-pick sequence will be restored, allowing the user to complete the sequence. Show Hidden Objects

Once an object has been hidden in the graphical view, it can be reshown using either of three menu options available with a right click on the Drawlist button.

The first option, Show Last Hidden Object(s) reshows the objects most recently hidden during the current session, provided that they are still in the drawlist. The second option, Show All Hidden Objects reshows all objects hidden during the current session, provided that they are still in the drawlist. The third option, Show Hidden Objects displays a form allowing the user to select objects to be reshown. The form lists all the objects in the drawlist for this view that are currently hidden.

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Local Views

When a graphical view is first displayed from the main DESIGN menu, it will display any objects in the global drawlist. The Drawlist button right-click menu provides an option to create a new local view of the graphical selection. The new view will be created with its own drawlist containing only those objects in the graphical selection.

Clone Views

The Drawlist button also provides an option to create a clone of the current view. This creates another view using the same drawlist as the current view. This may be the global drawlist or a local drawlist depending on how the current view itself was created. Note: Undoing the deletion of an element will result in the element being added to the global drawlist, but it will not be re-added to any local drawlist which contained the deleted element.

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Representation

When a Drawlist is created, it inherits the current representation settings from the global drawlist. A subset of these settings can then be controlled for a particular view by displaying the Representation form using the Drawlist button

7.6

PDMS Search Utility The PDMS Search Facility enables the user to search for model items in all the graphical applications and list the search results in a table. To display the Search form select: Display > Search Utility.

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Name Contain s

You can search for items where name contains a specified string. The search function is case-sensitive.

Item Type

Once or more item types can be entered in this field, separated by a space, comma or semi-colon such as :

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EQUI PIPE, NOZZ; TEE Selecting the [ALL] option from the drop-down list finds all item types within the current scope. This field requires a valid entry before the search process is initiated. The history for the current session in the combo-box is remembered by the search tool and can be cleared at any time by selecting the Clear Histo ry option from the drop-down list. The Display Search Results in Separate Tab checkbox provides a selection capability which allows the user to control how the search results are displayed either in the current search results grid or in a labelled tab within the current search results grid. By default the Display Search Results in Separate Tab checkbox is un-checked and a default tab Search Results 1 is displayed in the Search Results window. Every search result will be displayed in the Search Results 1 tab until the Display Search Results in Separate Tab checkbox is selected.

When the Display Search Results in Separate Tab checkbox is selected, each new search is displayed in a new numbered tab, Search Results x , were x is substituted for the highest numbered tab plus 1. When using Saved Searches , the search is displayed in the Search Results window in a new tab using the saved search name as tab's title. If a tab for the same saved search already exists that one is used.

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If the Location of a saved search is different from Local Settings then the tab's caption will be Location/Name.

If a user has several searches open in separate tabs in the Search Results window and then un-checks the Display Search Results in Separate Tab checkbox, all new search results will appear in the def ault tab, named Search Results 1. To close a tab on the Search Results window, right click on the tab and select Close Tab from the sub-menu. Note: The Search Result 1 tab cannot be closed.

To populate the Search window with all the parameters used to create a search result, right click on the tab in the Search Results window and select Synchron ise Search with Tab from the sub-menu. Display Search Results

Opens the Search Results table.

Clicking the Search button starts the search process. Search Filters

Two scopes for the search can be set in the Search Filters section of the Search form.

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1. Hierarchic al Search beneath a Ceiling When the search tool is first opened during a session, the default scope will have the world element (/*) as the ceiling of the search within the current database (e.g. Design, if within the Design application). To change this ceiling, select the Beneath Item checkbox combo-box. Alternatively, click the CE button to set the current element as the Ceiling for the search. The databases listed in the In Database combo-box are those that are available to you and the combo-box will automatically update if the database item exists in any of those databases. Similarly, if you change the database type in the combo-box then the database item currently displayed will be checked, and if not found in that database, the ceiling of the search scope will be reset to world. The database items entered in the Beneath Item combo-box will be remembered throughout the session. This history can be cleared by selecting the Clear History option from the pull-down list. 2. Volumetri c Search wi thin an Existi ng Model Item or an Explicit Volume To set the search scope for Volumetric Searching, select the In Volume checkbox to activate the Of Item and Explicit Volume search scope approaches. With the Of Item checkbox selected, enter a valid model item for the scope of the search in the adjacent combo-box. Alternatively, click the CE button to enter the current element in the combo-box. The items found will reside within the volume of the specified model item. A Clear History option is available from the drop-down list. With the Explicit Volume checkbox selected, you can specify the o pposite 2 corners of a 3D box in which to conduct a search by setting the appropriate coordinates in the X, Y and Z boxes. The Completely within and Partially within option buttons, which are applicable to both volumetric search approaches, allow you to specify whether the found items exist completely or partially within the specified volume. At tr ib ut e Fil ter s

You can set one or more attribute filters for the search. The specified attributes will apply to each item type listed. If there is more than one attribute filter specified then the found items will satisfy all of the attribute filters.

To add an attribute filter, select the Ad d Fi lt er action label and then enter a valid attribute in the displayed field. Click in the Operator field and accept the suggested Operator or select

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a different one from the drop-down list. With the Operator selected, click in the Value field and enter an appropriate value. Accepting these settings enters them in the filter grid. In List Operator

The In List Operator enables you to specify a list of values (separated by spaces) for the specified attribute value - these can be numeric or non-numeric, depending on the type of the attribute. For example, Attribute=AREA, Operator="In the List", Value="0 1 3", would find items which have AREA attribute equal to either 0 or 1 or 3.

In Range Operator

The In Range Operator enables you to specify a range of 2 numeric values i.e. an upper and a lower limit, inclusive. So, for example, Attribute=AREA, Operator="In the range", Value="1 10", would find items which have AREA attribute equal to any numeric value between and including 1 and 10.

If the attribute is changed once it is in the grid, then the Operator and Value fields will update accordingly. Delete Filter

7.6.1

Selecting one or more rows and then clicking this action label removes the appropriate attribute filters from the grid.

Saved Searches You can save the searches that you have created, and these will be available in future session of PDMS. The application you are using will determine where you will be able to save searches and which saved searches are available to you for use. By default all users will be able to save searches into the local settings directory of the local computer. A saved search is composed of the criteria used to determine the search, together with the columns which are to be output in the search results form.

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Gett Getting ing Started With PDMS PDMS Basic Operations in PDMS

In order to run a saved search you can select a named search and press the search button. The results will be output into the grid on the search results form. The main search form will become populated with the search criteria.

7.6.2

Cr ea eat e a Sav ed ed Se Sear ch ch You can save a search at any time by selecting the action label Create "Saved Search" Based on Current Search Criteria. This will prompt for the name of the search and the location on the hard drive of your computer (this is determined by the application you are using).

7.6.3

Del et et e a Sav ed ed Se Sear ch ch Select the action label Delete Selected Saved Search to delete the current saved search. Note that you can also delete the saved search from the location on your computer, and it will not be loaded the next time you start PDMS. Note: There is also a toolbar for saved searches. This allows you to run and delete saved searches without having to open the main Search form.

7.6.4

Ex pl pl or or er er B ar ar Fu nc nc ti ti on on al al it it y The Scope of Search Search and At tr ib ut e Fil ter s explorer bars can be opened and closed using the expand/collapse button at the end of each bar. Also the positions of the bars can be interchanged by dragging and dropping one above or beneath the other.

7.6.5

Sear c h Res u l t s As soon as the search is underway the text on the Go button changes to Stop , and this can be clicked at any time to stop the search.

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On completion of the search the Search Tool will automatically open the Search Results table and populate the table with the search results. Note: If the Search Results form is closed, then it can be opened at any time by selecting the Display Search Results link label on the Search form, or from the Display toolbar menu.

The Search Results form contains a grid control. You can specify the columns that are displayed - each column represents an attribute or a valid PDMS expression of an item in the system. You can select either one or more rows in the Search Results form and perform specified actions on this data. For example, within DESIGN, you can drag & drop one or more items into the 3D graphical view. All menu actions can be specified within the AVEVA customizable menu builder application. Search Results functionality is accessible through the right-click pop-up menus. Rightclicking on the column titles shows the general functionality menu and right-clicking on search results shows a menu of operations that can be performed on the selected items.

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7.6.6

Funct unctio iona nalit lity y on the the Search rch Out Outpu putt For Form m General General Functio nality Set Column Column s in the Search Search Results

Attribute columns can be created, modified and deleted with the Column settings function. To access this function, select the Column Setup option from the white-space pop-up menu to display the Column Setup form. Using this form, you can change the order of columns, as well as deleting and adding columns.

Note: The changes to the order of the columns will not be shown until a new search is initiated. Clear the Search Results

The data in the Search Results form can be cleared with the Clear Grid Results whitespace pop-up menu command. Search Search Results Results Form Settings

•

Enab Enable le Grou Group p Sor Sorti ting ng

•

Enable Filter tering

•

Disp Displa lay y Col Colum umn n Sum Summa mari ries es

•

Enable Co Column Sor Sortt

•

Supp Suppre ress ss "uns "unset et"" valu values es

•

Supp Suppre ress ss "Nul "Nulre ref" f" valu values es

Interaction Mode

•

Read Only

•

Single Cell Edit

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•

Bulk Cell Edit

Feedback Colour s

•

Read Only Cell Colour

•

Edit Success Colour

•

Edit Fail Colour

•

Reset Default Feedback Colours

Reset Cell Feedback

Following cell editing operations the cell feedback (highlight colour and edit feedback tool tip) can be cleared. Refresh

All cell values are refreshed from the data source. This refreshes the grid if the data source and displayed information are out of synchronisation. Save as Excel

The Export to Excel menu option enables the search results to be saved to a specified Excel file (.xls). Print Preview

This enables the search results to be previewed in a Print Preview window and then printed.

Row Selection Menus The row selection menus are module dependent.

Other Functionality Drag & Drop

Selected rows can be dragged and dropped into an appropriate drag target - such as the Design 3D View. Ad di ng to My Data

Selected rows in the Search Results can be added to My Data by drag and drop or through the appropriate menu option. Customizable Menus

See the Software Customisation Guide . Filtering etc

See GUI Grid Data.

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7.7

GUI Grid Data Data that is presented on a grid on a form can be customised using the grid control functionality. Each instance of the grid control will be utilised and customised in each application in a different way. Not all of the available functionality described here will necessarily be available on any particular instance of the data grid. The following figure shows a typical data grid display, comprising PIPE and EQUI items. Note: The attribute ‘POSITION’ is invalid in PIPE items, and is indicated by an appropriate icon. Similarly, ‘PSPEC’ is invalid on EQUI items.

In addition to the functions described below, right-clicking an item can display a pop-up menu with options to execute var ious commands on these items, such as ‘Add t o 3D View’.

7.7.1

Move around the Grid using the Keyboard In single or bulk edit mode, use the Tab key to move form one cell to the next. Use Shift + Tab to move to the previous cell. In read-only mode, use the Tab key to move from one row to the next. Use Shift + Tab to move to the previous row. Both horizontal and vertical scroll bars are available in the grid.

7.7.2

Selection In read-only mode, click anywhere on a row to select it:

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In single edit mode , clicking on a cell places that cell in edit mode:

In bulk edit mode , double clicking on a cell places that cell in edit mode. A single click on a cell selects the cell itself. Use the standard windows s election methods (left mouse click plus Ctrl and Shift keys) to select multiple groups of cells. A left mouse key drag operation can also be used to select multiple cells:

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In bulk edit mode, Fill Down, Fill Up and Copy/Paste operations apply to all cells currently selected. To select an entire row in single or bulk edit mode, click on the row selector column at the left of the grid:

In both read-only and single or bulk edit modes, multiple rows are selected using the standard windows selection methods (left mouse click plus Ctrl and Shift keys).

7.7.3

Grid Splitting The grid can be split into any number of smaller grids, by clicking on the splitter bars and dragging them to the required location. These are located at the top of the vertical scroll bar and at the left of the horizontal scroll bars. The figure below shows the grid split into four areas:

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To return to the standard grid display, drag the splitter bars to the top and left of the grid to remove them.

7.7.4

Pin Rows and Columns These functions are useful when scrolling through large amounts of data. If the row selector column is displayed for a data grid, rows can be pinned (i.e. fixed to the top of the grid) by clicking on their pin icons. Another click on the icon unpins that row. Pinned rows are shown in yellow:

Similarly, columns can be pinned to the left of the grid by clicking on the pin icon in the column header. Clicking again unpins the column.

7.7.5

Row and Column Size The height of all rows can be changed by dragging a row separator in the row selector column. All rows have the same height.

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Individual column widths can be changed by dragging the column separator in the heading area. Column widths can be changed to the width of the widest entry in the column by doubleclicking on a column separator.

7.7.6

Column Re-order The columns in a grid can be arranged in a different order by dragging and dropping a column header to a different position, as shown below. The system assists the operation by displaying red arrows for valid drop points.

7.7.7

Column Sort The data in a column can be sorted alphabetically by clicking on a column header; a second click will reverse the direction of the sort. An up or down arrow symbol at the right of the column header indicates the sort direction. Only one column at a time can be sorted in this way. In the following example, the DESCR column has been sorted alphabetically.

7.7.8

Column Filter Two different methods of filtering are available on each column, depending on attribute data type: Au to -Fil ter in g and Pattern Match filtering. • Au to -Fil ter in g

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This filtering method enables data in a column to be filtered according to the data in that column (as in Microsoft Excel). Alternatively, data can be filtered on blank or nonblank data. Clicking on the down arrow button at the right of the column under the header displays a drop-down list from which an option can be selected: The mouse pointer may need to be moved into this area for the icon to become visible.

•

Pattern Match Filter

This type of filtering enables data to be filtered by searching for patterns within the data, such as 'Starts with', 'Ends with', 'Contains', etc. Clicking on the icon at the left of the column under the header displays a drop-down list from which an option can be selected:

The filter text is then entered into the area to the right of the filter icon. Note that different columns can be set with different filters, to provide compound filtering. The filter on an individual column can be cleared by clicking the Clear Filter button. The mouse pointer may need to be moved into this area for the button to become visible.

To clear all the filters in the grid, select the Clear All Filters button at the top of the row selector column:

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7.7.9

Num er ic Data Fu nct ion s For columns which contain numeric data, several numeric operations are available, the results being displayed at the foot of the column. This functionality is available by clicking on the summation symbol in the header of the column.

7.7.10

Gr oup Sor ti ng Group Sorting allows the grid data to be shown in groups based on the data in the columns. To display the data in groups, drag a column header into the Group Sort Area above the grid data, as shown below:

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In the example below, the 'Type' column has been dragged into the Group Sort Area and the data is therefore grouped according to 'Type':

To remove the group sorting, drag the tile from the Group Sort Area back into the heading row. Multiple group sortings are possible by dragging other column headers into theGroup Sort Ar ea. The following figure shows a grid which is first ordered on 'Type', then on 'Area'.

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7.7.11

Miscellaneous Grid Data Functions The following functions may be available on some forms (via a right-click menu), depending on the application/utility. •

Save to Excel

This enables the grid data to be saved to an Excel file. •

Import an Excel Spreadsheet

If this option is available, the Excel file must contain a set of column headings in the first row of the file, followed by the data beneath the headings. •

Print Preview the Grid Data

Provides a facility to print preview the grid data, prior to printing it.

7.8

Reference List Window The Reference List window is displayed when you select Display > Reference List from the main menu.

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The Reference List window automatically lists the elements referenced by the CE. For example, if the current element is an Equipment element, then the pipes connected to any Nozzle belonging to that Equipment will be listed. If an individual Nozzle is then selected, then the list will change to display the Pipe connected to that Nozzle. A detailed description of how the reference list is constructed is displayed below.

7.8.1

Which Elements will be displayed in the Reference List? The reference list will include elements referenced by the CE, according to the following rules:

7.8.2

•

Obvious "physical" connection references as described in the example above.

•

Elements derived from the descendents of HREF, TREF and CREF attributes are displayed.

•

For Group elements, the Reference List will display the Group members.

Us in g t he Ref er en ce L is t Data is listed under the following headings: Name and Type. To sort the elements in the reference list, click on any of these headings. For example, if Type is clicked on, the elements in the reference list will then be sorted by type. To reverse the order in which elements are sorted, click on a heading for a second time. The sort options are also available by right-clicking in the Reference List window (in an empty space, not an element), and selecting Ar ran ge By from the menu that is then displayed. The data in the Name and Type columns is read only. If the cursor is hovered over a name, the name, type and description of that element are displayed on the tooltip. If you right-click on an element, a menu will be displayed which includes the following options: •

The Navigate To option will select the element in the Design Explorer , and make it the current element.

•

The 3D View option is only displayed for Design database elements. It is used to add elements selected in the Reference List to the 3D View, which also results in them being added to the Drawlist. From the 3D View option, the following sub-menu is displayed: • Ad d to add only the current element • Ad d Co nn ect ed to add the current element and all elements that it is connected to • Ad d Wit hi n Volu me to add the current element plus all elements that occupy the same volume as the current element. Individual and multiple Design database elements may also be dragged and dropped into the 3D View.

•

The Ad d To My Data option adds the selected elements to the My Data list. Elements may also be added to the My Data list by dragging and dropping them into it from the Drawlist.

Multiple elements can be selected by using standard Windows methods, i.e.: Ctrl+A to select all, Shift+left mouse button clicks to select a block, Ctrl+left mouse button clicks to select multiple elements not in a block. There is also a Select Al l option available from the menu that is displayed by right-clicking in a empty area of the Reference List window.

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Getting Started With PDMS Product Range

8

Product Range

8.1

Introduction

8.1.1

Products AVEVA Plant is a set of integrated plant design and engineering app lications combined with open and flexible lifecycle management solutions. It provides the fastest, most productive and risk-free tool set to design, build and operate plant of any size and complexity. AVEVA NET

AVEVA NET is an application-neutra l platform for all engineering data for the plant industry. On this platform, a virtual plant information model is created, that enables all types of lifecycle data - regardless of the programs that created them - to be made available and useful to a wide range of existing applications, processes and therefore a wide range of users across organisations. NET can be used to develop additional applications to meet the specific lifecycle information management needs of both EPCs and Owner Operators. VPE P&ID

VPE P&ID is an intelligent P&ID application, based on AutoCAD. Fully compatible with VPE Workbench, with two-way synchronisation, the application enables smart on- and offline database operation, with a full range of reports. VPE Workbench

VPE Workbench is an integrated engineering database which manages the evolving engineering descriptions of all tagged items in a plant. Schematic Model Manager

Schematic Model Manager is an application for importing P&IDs data into schematic databases where it can be viewed and managed. Schematic 3D Integrator

Schematic 3D Integrator is an integration application that provides data consistency between P&IDs and the PDMS 3D model. It can be used to build the 3D model from P&ID data, or to associate an existing 3D model with the P&ID, so that inconsistencies can be highlighted and corrected during design development. PDMS

PDMS is a datacentric, multi-disciplinary design environment for the 3D modelling of process plant. It has modules for the design of equipment, piping, HVAC, structure and cable trays. Modelling is carried out using a customer-defined catalogue and specification,

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in a full 3D environment, with the support of tools that ensure a clash-free design. A full range of drawings and pipe isometrics can be produced automatically from the model. Multi-Discipline Supports

Multi-Discipline Supports is an additional application for PDMS that enables the detailed design, material take off and automated drawing production of supports for piping, ducting and cable trays. A comprehensive range of standards are included, in addition to userdefined catalogue customisation. Cable Desig n

Cable Design is an application for the design of cables, including their routing in cableways and through penetrations. Output includes cable schedules with routes, cable cutting lists and material take off. Laser Model Interface

Laser Model Interface provides online verification of as-built 3D model data by interfacing with point cloud data from leading laser scanning systems. The interface enables revamps to be undertaken with confidence, using the measurement, modelling tools and clash management functions of PDMS. Pipe Stress Interface

Pipe Stress Interface provides two-way exchange of information between PDMS and the CAESAR II pipe stress system. Piping designers and str ess engineers can exchange design and stress information seamlessly, to eliminate data re-entry and duplication. Model Management

A set of powerful model management tools to maximise design productivity and quality. Functions include: •

Managing and reporting the progress, status and attributes of plant objects in PDMS

•

Producing and controlling deliverables (isometrics, equipment drawings etc.)

•

Populating a 3D PDMS model directly from VPE P&ID data

•

Comprehensive clash management and resolution

Final Designer

Final Designer can be used at any point in the drawing production process to produce AutoCAD drawings from PDMS and to edit them in a closely integrated environment. Global

Global allows users at multiple sites to work together online on the same project. It controls the release of data to each site and ensures that all sites and users have access to the latest approved data, right down to attribute detail. Global operates across low bandwidths and is tolerant of communication faults. Review

Review is a powerful 3D visualisation tool for large, complex plant models. With features such as walk-through, animation, and high-quality photo-realistic images, Review lets you analyse designs and communicate complex ideas.

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ReviewShare NEW!

ReviewShare brings together 3D design review, mark-up and collaboration using 3D models, embedded screenshots, document views and hyperlinks, into one application. ReviewShare works with a large number of 3D data formats, not just PDMS, with serverbased streaming technology or desktop model files. VPRM

VPRM allows the effective management of materials, vendor documents, design documents, progress and costs, through all phases of a project from inception to handover. It includes an overarching management information system summarising all VPRM activities for project management. AVEVA NET Por tal

AVEVA NET Portal is a web-enabled platform for the integration and collaborative use of engineering information. 3D models, schematics, documents and data from any application can be accessed and navigated in context, with full intelligence, without needing the source applications that originally created the data.

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Getting Started With PDMS Glossary of Terms and Abbreviations

9

Glossary of Terms and Abbreviations

9.1

Introduction This glossary comprises: •

Technical terms relevant to PDMS, with brief explanations of their meanings in the context of AVEVA programs.

•

Abbreviations and acronyms used throughout the PDMS documentation, with expansions to their full derivations.

It does not list general process engineering terms, with which you are assumed to be familiar.

9.2

Definitions Ad d-i n An add-in provides a means of adding functionality. An add-in application appears on the applications menu, which provides a method of switching to it.

Applicationware (‘Appware’) A suite of forms and macros designed for u se with a specific design task, for example pipework design. At tr ib ut e A specific item of data which defines one of the properties of an element in a database. An element is fully specified by combining all its attributes. Batch Mode A method of running a computer program without user intervention; for example, overnight. The command inputs are stored in a file and then read sequentially into the computer. The opposite is Interactive Mode. Cancel Removes a form without making any changes (To cancel a graphical selection operation), press the Esc key. Crosshairs A crosshair cursor. A horizontal and a vertical line on a display screen whose intersection represents the cursor position.

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Current Element The element in a database at which you are notionally situated at a given stage of database navigation. Database

All information which exists about an AVEVA design project, whether administrative or technical, is stored in a series of hierarchical databases. Default An option selected automatically if you do not specify any particular choice from an available range of commands or attribute settings. Discipline A branch of a project that is concerned with specific types of Plant items (e.g. HVAC, Piping, Steelwork, Equipment) or a specific area of the design process (e.g. Model Management, 2D drawing). Docking/Dockable This describes forms and menu bars that can be attached in appropriate places to the frame of the main PDMS window. Drag-and-drop Select with mouse and then drag (holding the mouse button down) to a different place. Element A discrete item of data held in a database; identified by number and/or name and defined by its attributes. Expression

A mathematical or logical definition, the calculated result of which is to be used as a command argument. File An identifiable part of the computer's memory used to store data. Data may be added to and removed from a file, or may be manipulated as a whole by operations on the complete file. Filename The name of a file in the computer's operating system. When referenced from within PDMS the filename must be preceded by a / symbol, or in some contexts surround by quotes. The symbol is not part of the filename as defined by the computer's operating system. Form (also referred to as a Dialogue Box) That part of a graphical user interface screen into which you may enter the settings of parameters or command arguments, usually with prompting text which shows you what to enter at each location. Graphics File See Plotfile . GROUP A collective element which can be used to form temporary links between otherwise unrelated elements in a database. Head The input end of a BRANCH (under normal flow conditions).

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Hit Radius The maximum acceptable error in identifying a point on a screen using a graphics pointer. If the distance from the pointer position to the intended location is larger than the hit radius, the location will not be identified. Interactive Mode The method of operation whereby you perform an operation using the mouse and/or keyboard and wait for PDMS to interpret and act upon it before you perform the next operation. The opposite is Batch Mode. Level (drawing)

An attribute of an element in a Design database which defines whether or not the corresponding item is to be shown when a drawing is plotted. The levels to be drawn are specified as part of the plotting command. Level (hierarchic ) The vertical position at which a given type of element is situated in a database structure; analogous to a generation in a family tree. Macro A sequence of commands stored as a text file. When the macro is called from within PDMS, the command processor reads each line of the file in turn and behaves as if the commands were being directly entered. Member (of an Element L ist) A lower-level element linked immediately below another element (its owner) in a database hierarchy. A Group Member is an exception in that it is linked only indirectly to the GROUP, which is a parent but not its owner. Member (of a Team) A named PDMS user who is linked with other users (as a team) who share common access rights to one or more databases. Module

A subdivision of the overall PDMS program which is used to carry out a particular type of operation on the databases. Each module has its own name within the program suite. Multi ple Database (MDB) A group of databases linked together administratively for a specific purpose. You can only access a database if you have access rights to an MDB which contains it. My Data a storage area for remembering PDMS data for future use. Typically used to copy collections of elements from one module to another. Name A name in PDMS is an element identifier which you allocate to it. It is an alphanumeric string prefixed by a / symbol. This identifier is always additional to the element's reference number, which is allocated automatically by PDMS. Offspring A lower-level element linked anywhere below another element (one of its parents) in a database hierarchy. A member is a special case of an offspring. Owner One higher-level element linked directly above another element (one of its members) in a database hierarchy.

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Parameter A -variable item of information (value, text etc.) which must be defined before a command can be executed unambiguously. Parent

A higher-level element linked anywhere above another element (one of its offspring) in a database hierarchy. An owner is a special case of a parent. PIPE An element, comprising an assembly of BRANCHes, which defines part of a complex piping system. The term has a specific meaning in PDMS which may not correspond with its usual engineering meaning. Plotfile

A file which contains encoded graphics data. The file's contents can be unspooled to a plotter or graphics screen when the corresponding drawing is to be generated. Pointer (1) An indicator (also referred to as the cursor ) on a display screen which identifies one of two types of location: An alpha pointer (e.g. a flashing block or bar) shows where the next input character will appear A graphics pointer (e.g. an arrowhead) identifies a location or an element in the depicted part of the design model. Pointer (2)

A link between elements or attributes, indicating the path by which information is transferred logically between the various parts of the databases. P-point (Principal Point) An imaginary location and direction used to manipulate and interconnect elements which represent physical entities in the design model. A P-line is a p-point extruded in a specific direction. Primitive A fundamental design shape (box, cylinder etc.) used to build up the design of a physical entity in the design model or component catalogue. Read-only An access category that allows you to look at the contents of a database or file but not to modify them. Read/Write An access category that allows you to look at the conte nts of a database or file and to modify them. Enter (key)

The carriage return key on the keyboard. Used to end each typed command line and send its contents to the command processor. Also referred to as the Return key. Selection A selection of objects defined using the 3D graphical view. Shortcut Menu a context-sensitive menu activated by the secondary (usually right-hand) mouse button.

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Syntax (Of Commands ) the rules which define precisely how a command line must be entered so that PDMS can interpret your instructions unambiguously. Syntax is usually specified by using diagrams to show the valid command sequences. Tail The output end of a BRANCH (under normal flow conditions). Team An administrative grouping of PDMS users who share common access rights to one or more databases. Textual Expression An expression which manipulates text simply as strings of alphanumeric characters without regard to their overall meaning. Title bar The top of a window, containing its title. Toolbar A collection of GUI icons, used to trigger the GUI actions. Unspooler A translation program which allows graphical output files (plotfiles) produced by a computer program to be input to an offline plotter. Each combination of output format and plotter type requires a specific unspooler. User-Defined At tribu te A database attribute whose name and type of content are defined by the user rather than by the default PDMS structure. WORLD

The highest level element in any database; always allocated the symbol /* as its PDMS name.

9.3

Abbreviations and Acr onyms Abbreviations which are thought to be self-explanatory, particularly those which are simply the first few letters of an obvious word, are not listed. AB A

Area Based ADP

ADP

Automatic Drawing Production

ASCII

American Standard Code for Information Interchange

API

Application Programming Interface

CATREF

Catalogue Reference

CE

Current Element

CL

Centreline

COCO

Connection Compatibility

CPU

Central Processor Unit

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CREF

Connection Reference

CTORU

Circular (cross-section) Torus

DABACON

Database Constructor

DAC

Data Access Control

DB

Database

DDL

Data Definition Language

DXF

Drawing Exchange Format (as used by AutoCAD®)

GTYP

Generic Type

GUI

Graphical User Interface

HPGL

Hewlett Packard Graphics Language

I/O

Input/Output

IGES

International Graphics Exchange Specification

Iso ADP

Isometric ADP

LJSE

Lap Joint Stub End

MDB

Multiple Database

MOM

Model Object Manager

MDS

Multi-Discipline Supports

OS

Operating System

Pn

P-point n (where n is an integer)

PA

P-Arrive or Arrive P-point

PADD

Production of Annotated and Dimensioned Drawings

PDMS

Plant Design Management System

PH

Pipe Head

P&ID

Piping and Instrumentation Diagram

PID

Piping and Instrumentation Diagram

PL

P-Leave or Leave P-point

PML

Programmable Macro Language

POHED

Polyhedron

PT

Pipe Tail

PTRANS

Percent (%) Variable Translator

PVOL

Preferred Volume or Penalty Volume

Q

Query

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Refno

Reference Number (of an element in a database)

RTORU

Rectangular (cross-section) Torus

SHU

Standard Hookup

SKEY

Symbol Key

SPCOM

Specification Component

SPREF

Specification Reference

STYP

Symbol Type

UDA

User-Defined Attribute

VDM

View Definition Matrix

WN

Weld Neck

2D or 3D

Two- or Three-dimensional

@

Crosshair cursor location

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Getting Started With PDMS Core Filters for Explorers

A

Core Filters for Exp lorers The core filters available on Explorers are defined as follows: Design: Design DB: Piping

Show Branch and descendents Show RPLGroup Show Framework Show Nozzles Show Hangers Hide below Bound Hide below Drawing Hide below sections Hide below Panels Hide below Generic Sections Hide Pnode Hide Group world Hide Building World Hide Rule World Hide Docu world Skip Sub-Equipment Skip Template

Structural

Show Bound Show Equipment Show Pipe Show Pipe Track Show Pvolume Show Drawing Show Rplane Show datum Show Hvac Show Restraint Show Ground Model Show Structure and descendents Hide below Substructure Hide below Pnode Hide below Section Hide below Panel Hide below Generic Section

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Structural continued

Hide Linkset Hide Porset Hide DPset Hide Design Data Set Hide Template Hide Group world Hide Building World Hide Rule World Hide Docu world Hide Template World

Equipment

Show Bound Show Drawing Show Ground Model Show Pipe Show Pipe Track Show Pvolume Show Datum Show Rplane Show Restraint Show Section Show Panel Show Generic Section Show Wall Show Straight Wall Show Gwall Show Floor Show Screed Show Cwall Show cfloor Show Cscreed Show Equipment and descendents Hide Linkset Hide Porset Hide DPset Hide Design Data Set Hide Template Hide Group World Hide Building World Hide Rule World Hide Docu world Hide Template World

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Hangers & Supp orts

Show Bound Show Equipment Show Pipe Track Show Pvolume Show Drawing Show Rplane Show datum Show Substructure Show Panel Show Attas Show Hangers and descendents Hide Linkset Hide Porset Hide DPset Hide Design Data Set Hide Template Hide Group world Hide Building World Hide Rule World Hide Docu world Hide Template World

Draft: Design DB: Piping


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Structural

Show Bound Show Equipment Show Pipe Show Pipe Track Show Pvolume Show Drawing Show Rplane Show datum Show Hvac Show Restraint Show Ground Model Show Structure and descendents Hide below Substructure Hide below Pnode Hide below Section Hide below Panel Hide below Generic Section Hide Linkset Hide Porset Hide DPset Hide Design Data Set Hide Template Hide Group world Hide Building World Hide Rule World Hide Docu world Hide Template World

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Equipment

Show Bound Show Drawing Show Ground Model Show Pipe Show Pipe Track Show Pvolume Show Datum Show Rplane Show Restraint Show Section Show Panel Show Generic Section Show Wall Show Straight Wall Show Gwall Show Floor Show Screed Show Cwall Show cfloor Show Cscreed Show Equipment and descendents Hide Linkset Hide Porset Hide DPset Hide Design Data Set Hide Template Hide Group World Hide Building World Hide Rule World Hide Docu world Hide Template World

Hangers & Supp orts

Show Bound Show Equipment Show Pipe Track Show Pvolume Show Drawing Show Rplane Show datum Show Substructure Show Panel Show Attas Show Hangers and descendents Hide Linkset Hide Porset Hide DPset Hide Design Data Set Hide Template Hide Group world Hide Building World Hide Rule World Hide Docu world Hide Template World

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Draft: PADD DB: General User

Show Drawing descendants Hide tasks Hide Library Hide Plane library Skip Registry

Ad mi ni st rat or

Show Label library descendents Show Symbol library descendents Show Special Label descendents Show General Label descendents Show Sheet library descendents Show ID list library descendents Show Plane library descendents Show Tagging rule library descendents Show Circulation list library descendents Show Representation rule library descendents Show Task library descendents Show Drawing Template library descendents Show Iso Symbol Template library descendents Skip Registry Skip Department

Spooler: Design DB: Piping


Spooler: Fabrication DB

No filters available.

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Isodraft: Design DB: Pipe

Show Branches

Isodraft: Fabrication DB:

No Filters available.

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Index

A ADMIN module . . . . . . . . . . . . . . . . . . . . 2:7

DRAFT module . . . . . . . . . . . . . . . . . . . 2:4 Drawlist GUI . . . . . . . . . . . . . . . . . . . . . . 7:8

E

B Button control . . . . . . . . . . . . . . . . . . . . . . . . 6:3 radio . . . . . . . . . . . . . . . . . . . . . . . . . 6:2 toggle . . . . . . . . . . . . . . . . . . . . . . . . 6:3

Escape key/button . . . . . . . . . . . . . . . . . 6:5

G Grid Data . . . . . . . . . . . . . . . . . . . . . . . 7:24

C

I

Check box . . . . . . . . . . . . . . . . . . . . . . . . 6:3 Command Window . . . . . . . . . . . . . . . . 6:10 Control button . . . . . . . . . . . . . . . . . . . . . 6:3 Current element . . . . . . . . . . . . . . . . . . . 7:2 Current list position . . . . . . . . . . . . . . . . . 7:2

ISODRAFT module . . . . . . . . . . . . . . . . 2:5

D Database CATALOGUE . . . . . . . . . . . . . . . . . . 3:2 COMMS . . . . . . . . . . . . . . . . . . . . . . 3:3 DESIGN . . . . . . . . . . . . . . . . . . . . . . 3:2 DICTIONARY . . . . . . . . . . . . . . . . . . 3:3 hierarchy . . . . . . . . . . . . . . . . . . . . . . 7:2 MISC . . . . . . . . . . . . . . . . . . . . . . . . 3:3 PADD . . . . . . . . . . . . . . . . . . . . . . . . 3:2 PROPERTIES . . . . . . . . . . . . . . . . . 3:3 SYSTEM . . . . . . . . . . . . . . . . . . . . . . 3:3 TRANSACTION . . . . . . . . . . . . . . . . 3:4 DESIGN module . . . . . . . . . . . . . . . . . . . 2:3 Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . 2:5 Dockable Forms . . . . . . . . . . . . . . . . . . . 6:5

L LEXICON module . . . . . . . . . . . . . . . . . . 2:7 List scrollable . . . . . . . . . . . . . . . . . . . . . 6:3

M Member . . . . . . . . . . . . . . . . . . . . . . . . . (of element) . . . . . . . . . . . . . . . . . . . list . . . . . . . . . . . . . . . . . . . . . . . . . . Menu bar . . . . . . . . . . . . . . . . . . . . . . . . . . pull-down . . . . . . . . . . . . . . . . . . . . . MONITOR Module . . . . . . . . . . . . . . . . . Mouse buttons functions . . . . . . . . . . . . . . . . . . . . .

Index page 1

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Getting Started With PDMS

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